KFM Income Fund (retail)
The objectives of the Fund is to provide returns in excess of the 1 year swap rate plus 4% from investment in ASX listed income orientated securities including: hybrid securities, bonds, fixed interest securities, bank shares, property trusts, high yielding industrial shares and buy & write option strategies.
Kaplan operates as investment manager of the Fund and is not licensed to provide financial product advice to retail clients. Information and products provided on this website does not constitute financial product advice to retail investors. Retail investors should seek financial advice before investing in the Fund.
More Information www.kfmincomefund.com.au
- Portfolio running yield1 4.9% (inclusive of franking credits)
- Volatility 6.6% (ASX Volatility 14.7%) (since inception)
- Performance after fees 5.37%pa (1 year swap rate + 2% 4.98%pa) (since inception)
- Fund size $15m
- Daily unit price valuation
SQM Research Report
March, June, September, December